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Looking Beyond the Bounce

Episode 159

We cover a lot of ground in this episode including:

the effect of geopolitical developments on cryptothe persistence of the BTC inflation narrativeMSC…

2 months, 2 weeks ago

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Crypto Kickoff 2026

Episode 158

We unpack our optimistic 1H26 crypto market outlook anchored on global liquidity support and rate-cut expectations, though energy prices and geopolit…

2 months, 3 weeks ago

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Year-End Wrap + 2026 Outlook

Episode 157


In this year-end episode, our Coinbase Research team wraps up 2025 by grading their crypto market predictions from the previous year and discussing k…

3 months, 2 weeks ago

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Rents Are Too Damn High

Episode 156

Crypto racked up some wins this week with Vanguard and Bank of America opening the door for their clients to trade the asset class, though many still…

3 months, 3 weeks ago

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Post-Thanksgiving Market Outlook

Episode 155

In this episode, Coinbase Research dissects the post-Thanksgiving crypto landscape, marked by low liquidity and high volatility. We debate a “trend v…

3 months, 4 weeks ago

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No Man’s Land

Episode 154

Crypto markets have gone through a broad repricing as doubts about AI ROI, the unwind of the momentum trade, and renewed uncertainty around the Decem…

4 months, 2 weeks ago

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Crypto Crosswinds: November Chop and Year-End Challenges

Episode 153

This episode unpacks a fragile week in crypto markets, discussing why reactive positioning can beat buying dips in downtrends, and what November’s li…

4 months, 4 weeks ago

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Charting Crypto Signals, Ethereum vs Tempo + Arc, and Macro

Episode 152

Starting today, all Coinbase One US subscribers will have early access to Coinbase Research. If you’re a CB1 subscriber, check your inbox now. 

In thi…

5 months ago

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Skews, Spreads and the Battle for Perp DEX Supremacy

Episode 151

In this episode, we dig into whether there’s more downside ahead or if the worst is now behind us following the leverage flush on October 10. We disc…

5 months, 1 week ago

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Crypto’s Flash Crash

Episode 150

The phrase “Black Friday” now carries a very different connotation for crypto market participants following Friday’s flash crash that saw $19B in lev…

5 months, 2 weeks ago

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